Posts on TWTR

Latest ideas and analyses related to Twitter Inc. Common Stock

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META , SNAP , TWTR , TTD , IAS , GOOGL

+42 pts



Online Advertising 2Q22 Preview & Top Picks

By labjordan on July 25, 2022, 3:50 p.m.
Tagged topics: earnings preview

Views: 45, Votes: 8, Responses: 0, Attachments: 1
TWTR

+35 pts



Macro Headwinds and Pending Merger Impacting Growth; Market Perform

By RayHold on July 25, 2022, 6:40 a.m.
Tagged topics: Internet

Views: 9, Votes: 3, Responses: 0, Attachments: 1
META , GOOGL , SNAP , TWTR

+44 pts



Q2 Digital Ad Preview: Another Numbers Reset Ahead?

By junkfoodlover on July 19, 2022, 5:42 p.m.
Tagged topics: earnings preview

Views: 47, Votes: 9, Responses: 0, Attachments: 1
META , GOOGL , SNAP , TWTR , AMZN

+34 pts



Ad Checks Takeaways with GroupM’s Ed Foster and Kate Scott-Dawkins

By puckerman17 on July 13, 2022, 11:53 a.m.
Tagged topics: expert analysis , TikTok

Views: 17, Votes: 4, Responses: 0, Attachments: 1
AMZN , BKNG , UBER , GOOGL , SNAP , META , PINS , TWTR , CRTO , CDLX , EBAY , FTCH

+51 pts



Cutting Estimates Across Coverage on Macro, FX, and Company-Specific Dynamics; AMZN, BKNG, and UBER Remain Best Ideas

By realjoe on June 29, 2022, 10:23 a.m.
Tagged topics: analyst lowers estimates

Views: 55, Votes: 12, Responses: 0, Attachments: 1
GOOGL , FB , SNAP , TWTR

+34 pts



Ad Checks Call Takeaways: Expert Call w/ Media Agency Head

By junkfoodlover on June 27, 2022, 3:25 p.m.
Tagged topics: analyst checks

Views: 22, Votes: 3, Responses: 0, Attachments: 1
AAPL , GOOGL , FB , SNAP , TWTR

+23 pts



Conversions APIs are built on third party and first party signal. Post-IDFA removal world, AAPL reducing signal for platforms outside of on-site. Makes measuring 'real'...

By toma.anthony on June 6, 2022, 4:35 p.m.
Tagged topics: digital advertising , App Tracking Transparency

Views: 27, Votes: 7, Responses: 0, Attachments: 0
GOOGL , FB , SNAP , TWTR , AAPL

+44 pts



Last Stage of Grief—How the Ad Industry is Embracing A New Privacy-Centric Future

By cassie on June 6, 2022, 1:30 p.m.
Tagged topics: digital advertising , App Tracking Transparency

Views: 167, Votes: 7, Responses: 1, Attachments: 1
PINS , SNAP , FB , GOOGL , TWTR

+37 pts



Digital Ad Market Update: Growth Re-Setting Lower, Downgrading PINS & SNAP to Neutral

By junkfoodlover on June 2, 2022, 1:47 p.m.
Tagged topics: analyst lowers estimates , analyst downgrade

Views: 33, Votes: 3, Responses: 0, Attachments: 1
SNAP , FB , GOOGL , TWTR , TTD , PUBM , IAS

+41 pts



$SNAP pre-announcement unlikely a competitive issue; analysts cut estimates across digital ads on broad slowdown

By labjordan on May 24, 2022, 11:59 a.m.
Tagged topics: analyst lowers estimates

Views: 153, Votes: 7, Responses: 0, Attachments: 1
TWTR

+34 pts



$TWTR - Musk decision to put deal on hold likely a tactic to negotiate a lower price, given tech sell-off

By junkfoodlover on May 16, 2022, 3:20 p.m.
Tagged topics: Elon Musk , mergers and acquisitions

Views: 143, Votes: 3, Responses: 0, Attachments: 1
TWTR

+32 pts



Twitter Agrees To $44 Billion Takeover From Elon Musk: What To Know, And What To Do (Article on Seeking Alpha)

By beat_the_street on April 26, 2022, 8:49 p.m.
Tagged topics: Elon Musk

Views: 23, Votes: 2, Responses: 0, Attachments: 0
PINS , TWTR

+34 pts



Implications of Potential TWTR Sale for PINS?

By junkfoodlover on April 20, 2022, 11:34 a.m.
Tagged topics: earnings preview , mergers and acquisitions

Views: 27, Votes: 2, Responses: 0, Attachments: 1
FB , GOOGL , SNAP , TWTR , DV , ADTH , DSP

+39 pts



Digital Advertising: Q1 expert call & earnings preview

By underdog on April 18, 2022, 3:08 p.m.
Tagged topics: analyst checks , earnings preview

Views: 39, Votes: 2, Responses: 1, Attachments: 1
TWTR

+34 pts



Twitter Is Worth More Than Elon Musk's $54 Per Share Offer (By ASB Capital on Seeking Alpha)

By beat_the_street on April 14, 2022, 10:34 p.m.
Tagged topics: Elon Musk

Views: 42, Votes: 4, Responses: 0, Attachments: 0
GOOGL , FB , SNAP , TWTR , PINS , AMZN

+44 pts



Ad checks indicate supply chain not a major issue, but IDFA and macro headwinds remain

By realjoe on April 13, 2022, 11:50 a.m.
Tagged topics: digital advertising , channel checks

Views: 155, Votes: 4, Responses: 2, Attachments: 1
GOOGL , FB , TWTR , SNAP , AMZN , EBAY , ETSY , CHWY , UBER , LYFT , ABNB , BKNG , EXPE , MTCH , BMBL , SPOT , WMG , RBLX

+48 pts



US Internet Marketing Deck

By phenphen on April 11, 2022, 11:29 a.m.
Tagged topics: deep dive

Views: 69, Votes: 4, Responses: 1, Attachments: 1
GOOGL , FB , SNAP , PINS , TWTR , CRTO , NFLX , SPOT , ABNB , BKNG , AMZN , BMBL , MTCH

+43 pts



Trimming #s Ahead of 1Q Earnings on Russia & Related Impact, & Risk of Softer Consumer; Stronger Sector Growth in 2H

By labjordan on April 8, 2022, 12:43 p.m.
Tagged topics: analyst lowers estimates , deep dive

Views: 53, Votes: 5, Responses: 0, Attachments: 1
TSLA , TWTR

+41 pts



TeslaInc | NorthAmerica Elon and Twitter: What Could This Mean for the Muskonomy?

By tvalerttelegram on April 7, 2022, 1:50 a.m.
Tagged topics: Morgan Stanley

Views: 45, Votes: 6, Responses: 1, Attachments: 1
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+42 pts



1Q22 Internet App Data Analysis

By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks

Views: 39, Votes: 4, Responses: 0, Attachments: 1